Retirement plan
UNITED AIRLINES FLIGHT ATTENDANT 401(K) PLAN
UNITED AIRLINES, INC.EIN 74-2099724Plan #008PY 2015
Other plans on this EIN
4 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
F. RAINIER VILLATUYA
Signed 09/01/2016
Plan administrator entity
ADMIN COMMITTEE FOR UNITED AIRLINES FLIGHT ATTENDANT 401K PLAN
EIN 742099724
Summary metrics
Total assets (EOY)
$1952.4M
-2.2% from 2016
Total participants
15,390
-42.8% from 2016
Average account balance
$132,899
+0.4% from 2016
Annual return
0.84%
-4.42 pp from 2016
Benchmarks
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants>=10,000
Cohort40 peers
Snapshot2015
79
Participant deferral / active EE
$4,652
median $2,569
72
Employer contribution / active EE
$2,325
median $1,138
72
Participation rate
94.1%
median 68.1%
92
Avg account balance
$132,899
median $60,570
56
Admin fee / account holder
$47
median $50
74
Annual return
0.84%
median -0.13%
Overall peer rank
74of 100
74th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.32B
Average account balance
Total assets / participants with a balance (line 6g)
$167K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
31,946
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
96.8%
Contributions (total)
Employer and participant dollars contributed each year
$267.93M
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+16.39%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$30
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $753,423 |
Service code 10 · EIN 36-4189747 819 SOUTH WABASH AVENUE · CHICAGO, IL 60605 | Accounting | $20,175 |
Top hat statement on fileNQDC
Filed December 24, 2004 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2E2F2G2J2R2S2T3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$684K
$58 / participant
- Other / not subdivided$684K100.0%
% of EOY assets
0.035%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- WASHINGTON, PITTMAN, & MCKEEVER,LLC
- Auditor EIN
- 364189747
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified